Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBSM 1.72%
2 FSCS 1.03%
3 RNMC 0.98%
4 PRN 0.95%
5 SAWS 0.90%
6 GRPZ 0.87%
7 XSLV 0.87%
8 PSCI 0.78%
9 SYZ 0.55%
10 CAFG 0.52%
11 XSMO 0.51%
12 PXSG 0.51%
13 XSHQ 0.48%
14 FYC 0.44%
15 VUSE 0.44%
16 DWAS 0.42%
17 RZG 0.41%
18 TFPN 0.39%
19 SLYG 0.36%
20 FSGS 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.75M (15.37%) -5.76K
Decreased by -0.07%
 Mar 31, 26
2 Vanguard Group Inc 5.77M (11.44%) -101.06K
Decreased by -1.75%
 Dec 31, 25
3 Neuberger Berman Group LLC 4.45M (8.82%) 234.91K
Increased by +5.28%
 Mar 31, 26
4 Clarkston Capital Partners, LLC 4.04M (8.01%) -978.16K
Decreased by -24.21%
 Sep 30, 23
5 Kayne Anderson Rudnick Investment Management LLC 3.73M (7.39%) -217.76K
Decreased by -5.84%
 Mar 31, 26
6 Capital Research & Mgmt Co - Division 3 3.29M (6.53%) -1.24M
Decreased by -37.55%
 Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.99M (5.92%) 2.99M
Increased by +100.00%
 Mar 31, 26
8 Vanguard Capital Management, LLC 2.37M (4.70%) 2.37M
Increased by +100.00%
 Mar 31, 26
9 State Street Corp 2.19M (4.35%) 6.26K
Increased by +0.29%
 Mar 31, 26
10 State Street Corporation 2.08M (4.13%) 40.66K
Increased by +1.95%
 Mar 31, 24
11 Cooke & Bieler LP 1.77M (3.51%) 191.71K
Increased by +10.83%
 Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.30M (2.58%) -44.15K
Decreased by -3.39%
 Mar 31, 26
13 Geode Capital Management, LLC 1.27M (2.51%) -15.85K
Decreased by -1.25%
 Mar 31, 26
14 Capital World Investors 1.24M (2.45%) 1.24M
Increased by +100.00%
 Mar 31, 26
15 T. Rowe Price Investment Management,Inc. 1.05M (2.08%) -253.03K
Decreased by -24.10%
 Jun 30, 25
16 Thrivent Financial For Lutherans 956.51K (1.90%) -66.89K
Decreased by -6.99%
 Mar 31, 26
17 Barrow Hanley Mewhinney & Strauss LLC 954.09K (1.89%) -644.66K
Decreased by -67.57%
 Mar 31, 26
18 GW&K Investment Management, LLC 943.14K (1.87%) 157.87K
Increased by +16.74%
 Mar 31, 26
19 Champlain Investment Partners, LLC 788.37K (1.56%) -441.96K
Decreased by -56.06%
 Mar 31, 26
20 Brown Advisory Holdings Inc 760.41K (1.51%) -103.65K
Decreased by -13.63%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 4.04M (8.01%) -978.06K
Decreased by -24.21%
 Sep 30, 23
2 American Funds SMALLCAP World A 3.61M (7.15%) 0.00
Increased by 0.00%
 Mar 31, 26
3 iShares Core S&P Small-Cap ETF 3.11M (6.16%) 538.00
Increased by +0.02%
 Jun 30, 26
4 Neuberger Genesis Inv 2.63M (5.22%) 81.97K
Increased by +3.12%
 Jun 30, 26
5 Neuberger Berman Genesis Inv 1.92M (3.81%) 18.83K
Increased by +0.98%
 Jun 30, 25
6 Vanguard US Total Market Shares ETF 1.69M (3.34%) 1.50K
Increased by +0.09%
 Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.63M (3.23%) -70.06K
Decreased by -4.30%
 Jun 30, 26
8 Clarkston Partners Founders 1.46M (2.88%) -484.04K
Decreased by -33.27%
 Sep 30, 23
9 iShares Russell 2000 ETF 1.34M (2.66%) 7.95K
Increased by +0.59%
 Jun 30, 26
10 Virtus KAR Small-Cap Growth I 1.28M (2.54%) -265.00K
Decreased by -20.70%
 Mar 31, 26
11 Vanguard Small Cap Index 1.18M (2.35%) -31.21K
Decreased by -2.64%
 Jun 30, 26
12 American Funds IS® Growth 1 924.09K (1.83%) 0.00
Increased by 0.00%
 Jun 30, 26
13 Capital Group Growth Composite 924.09K (1.83%) 0.00
Increased by 0.00%
 Mar 31, 26
14 SouthernSun Small Cap 832.56K (1.65%) 189.89K
Increased by +22.81%
 Jun 30, 26
15 Champlain Small Company Fund, LLC 696.76K (1.38%) -53.19K
Decreased by -7.63%
 Jun 30, 26
16 Vanguard Small Cap Growth Index Inv 684.58K (1.36%) -2.38K
Decreased by -0.35%
 Jun 30, 26
17 Old Westbury Small & Mid Cap Strategies 665.00K (1.32%) 115.00K
Increased by +17.29%
 Oct 31, 25
18 American Beacon Small Cp Val R5 653.03K (1.29%) -12.05K
Decreased by -1.85%
 Aug 31, 25
19 State Street Instl Small-Cap Equity Inv 619.89K (1.23%) 8.50K
Increased by +1.37%
 Feb 29, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 592.47K (1.17%) -5.12K
Decreased by -0.86%
 Jun 30, 26